Teamwork Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,988
| Closed | -$1.34M | – | 215 |
|
|
2022
Q2 | $1.34M | Buy |
15,988
+3,843
| +32% | +$322K | 0.29% | 66 |
|
|
2022
Q1 | $1.23M | Buy |
12,145
+2,718
| +29% | +$274K | 0.23% | 87 |
|
|
2021
Q4 | $1.01M | Buy |
9,427
+34
| +0.4% | +$3.64K | 0.19% | 120 |
|
|
2021
Q3 | $924K | Sell |
9,393
-4
| -0% | -$393 | 0.18% | 101 |
|
|
2021
Q2 | $928K | Buy |
9,397
+1,887
| +25% | +$186K | 0.19% | 102 |
|
|
2021
Q1 | $688K | Sell |
7,510
-1,777
| -19% | -$163K | 0.16% | 121 |
|
|
2020
Q4 | $801K | Buy |
9,287
+1,148
| +14% | +$99K | 0.19% | 97 |
|
|
2020
Q3 | $614K | Buy |
8,139
+5,235
| +180% | +$395K | 0.19% | 102 |
|
|
2020
Q2 | $202K | Buy |
+2,904
| New | +$202K | 0.07% | 180 |
|